AG
CFA · CFP
AG
CFA · CFP

Alexander Gangl

12 Years of Experience

Alexander Gangl is a CFA, CFP-designated registered investment advisor at Mercer Global Advisors INC., based in San Francisco, CA, with 12 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 31,333 clients with $60B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
680 advisors
Number of Clients
31,333 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$60.3B

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,200
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.10%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.90%
$5.0M - $10.0M0.75%
$10M+0.50%

Schedule is for Wealth Management and Ascend Group. Guided Investing starts at 1.10% for the first $1 million in managed assets with a lower minimum fee of $1,200. Wealth Path starts at 1.30% for the first $1 million with a minimum fee of $6,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

100 Pine Street, Suite 2125, San Francisco, CA, 94111

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Mercer Global Advisors INC.
December 2024 - Present · 1 yr 4 mos
Previous Registrations
Wealth Enhancement Advisory Services, LLC
April 2023 - October 2024 · 1 yr 6 mos
Equius Partners, INC.
November 2019 - April 2023 · 3 yrs 5 mos
Wealthspan
May 2018 - January 2020 · 1 yr 8 mos
Private Ocean
October 2012 - January 2018 · 5 yrs 3 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.